Partner Conference 2014 Target Date Funds Panelists: John Doyle - American Funds | Jerome Clark – T. Rowe Price Matthew Brancato – Vanguard | Moderated.

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Presentation transcript:

Partner Conference 2014 Target Date Funds Panelists: John Doyle - American Funds | Jerome Clark – T. Rowe Price Matthew Brancato – Vanguard | Moderated by: Gregory Woods – BPAS

Partner Conference 2014 Agenda I.Introduction of Panelists II.Brief description of Panelist funds a.Ideology behind the allocation and glidepath b.Equity Exposure at 65 years old c.Asset Mix at Landing Point d.Asset Allocation Decisions

Partner Conference 2014 Agenda III.Differentiation and Diversification a.Tactical vs Strategic and Active vs Passive b.Fixed Income Exposure throughout Glidepath i.Where is the Income being generated? Risk? ii.Diversification – Foreign/EM Debt? High Yield? IV.Critical Nature of Getting these Funds Right a.~70% of retirement asset flows will be to TDFs by 2016 b.Safeguards in case ’08 -’09 happens again c.What Innovations/Changes On the Horizon

Partner Conference 2014 American Funds Target Date Retirement Series

Partner Conference 2014 T. Rowe Price Retirement Series

Partner Conference 2014 Vanguard Target Retirement Series

Partner Conference 2014 Questions?

Partner Conference 2014 Contact Greg Woods BPAS 8

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